Trusted Tax Preparation for Individuals and Small Businesses

Yes. Our practice focuses on tax situations involving stock compensation, capital gains, rental real estate, short-term rentals, K-1 reporting, multi-state residency questions and retirement distributions. These situations require accurate application of federal and state law, and we assist clients both in-person and virtually.

Yes. We assist with all unfiled years, retrieve IRS transcripts, reconstruct missing records and prepare accurate prior-year returns. Once the actual liability is determined, we review eligibility for penalty relief or payment arrangements.

Absolutely. We review your notice, analyze transcripts, explain the issue in clear terms, and prepare formal written responses. As an Enrolled Agent, we may communicate directly with the IRS or state tax agency on your behalf under a valid authorization.

Yes. You may meet with us at our Rancho Santa Margarita office for consultations, tax reviews and document discussions. Many clients also choose virtual meetings for convenience, and we support both options.

Yes. We provide a secure client portal for document exchange, and we hold meetings and tax reviews through Zoom for clients who prefer remote service or live outside the area.

We prepare Schedule C filings, partnership returns (Form 1065), S-corporation returns (Form 1120-S), and assist with LLCs taxed in various ways. We also help with reasonable compensation planning, depreciation, and apportionment for multi-state businesses.

Yes. We review projected income, liability considerations, self-employment tax implications and long-term goals. We provide guidance on sole-proprietorships, LLCs, partnerships and S-corporations and help determine which structure fits your situation.

You may schedule an appointment online, call our office or submit a contact form. After scheduling, we provide our engagement documents, privacy notice and access to the portal so your documents can be uploaded securely.

Pricing varies based on the type of return and the complexity of the tax situation. Fees are provided before work begins, and all clients receive a written engagement agreement outlining the service terms.

Yes. We are open throughout the year to assist with planning, estimated tax payments, business structuring, past-due filings and notice responses.

Yes. We assist with residency matters, California-source income, FTB notices, part-year returns, and multi-state moves. Appointments may be held in our local office or virtually.

Yes. We work with consultants, independent contractors, online sellers, rideshare drivers, real estate agents and other self-employed individuals. We handle deductions, mileage, depreciation and self-employment tax planning.

We are happy to outline our process, pricing and what documents are required. Tax advice is provided only after you are an active client under a signed engagement agreement, which protects both your interests and ours.